Articles from: Ritholtz.com
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Transcript: Ellen Zenter, Chief Economic Strategist at Morgan Stanley
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Ellen Zenter, Chief Economic Strategist at Morgan Stanley, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier …
Aug 26, 2025, 12:30 PM
Crosscurrents
Barry Ritholtz, Ritholtz.com
One of the challenges that comes from analyzing markets and the economy is just how much “gray” there is. Most data points exist along a noisy continuum, subject to future revisions. The meanderings above or below the trend may be just noise, or the start of …
Aug 25, 2025, 2:00 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The umpire who picked a side: John Roberts and the death of rule of law in America: The chief justice of the US has painted himself as a modern institutionalist over th…
Aug 24, 2025, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • The United States Is Southern Now: From booming metros to culture-defining exports, the South has quietly become a demographic powerhouse and a battleground for the country’s identity. (Businessweek) • The Trillion-Do…
Aug 22, 2025, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What Declining Cardboard Box Sales Tell Us About the US Economy: Box demand touches nearly every industry, from flat-screen TVs to packaged food, all of which see sales…
Aug 17, 2025, 10:30 AM
At The Money: How to Manage Your News & Data Flow
Barry Ritholtz, Ritholtz.com
At The Money: How to Manage Your News & Data Flow (August 13, 2025) We live in an age of endless news and spin. We rely on data and news releases, but it’s really easy to get tripped up by all of it. How should investors manage this firehose of numbers? Full…
Aug 13, 2025, 10:00 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How AI, Healthcare, and Labubu Became the US Economy: The Three Americas and aspirational displacement. (Kyla’s Newsletter) • Trump vs. the Bureau of Labor Statistics: …
Aug 10, 2025, 10:30 AM
Camp Kotok: Rates, Fed & Dollar (Drink!)
Barry Ritholtz, Ritholtz.com
Talking Rates in the Maine Woods With Economists Over Good Wine Taking place right before the Jackson Hole Economic Symposium, the gathering is a chance for money managers, traders, and economists to discuss crucial issues without restraint. Businessweek, Aug…
Aug 9, 2025, 3:00 PM
10 Camp Kotok Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form Camp Kotok weekend reads: • Trump, the BLS, and Our Age of Choose-Your-Own-Reality Governance: The preside…
Aug 9, 2025, 10:55 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My off-to-Maine morning reads: • Trump Claims the Jobs Report Was Rigged. Was It? He does himself and his party no favors by waving away economic reality—as Biden did with inflation. (WSJ) see also What to Do When the President Acts Like a 5-Year-Old? For ove…
Aug 4, 2025, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • DOGE-Pilled: Luke Farritor could have been an artist, or a builder, or someone dedicated to seeing a great historical mystery through. Instead he wound up at the Depart…
Aug 3, 2025, 10:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Volkswagen’s Secret: History forgot the horrors endured by laborers on the automaker’s ma…
Aug 2, 2025, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
Happy August! My end-of-week morning train WFH reads: • Almost Every Corner of Emerging Markets Is Surging as Dollar Sinks: After more than a decade as an afterthought in investing circles, developing assets are having a moment as Trump roils the dollar. (Blo…
Aug 1, 2025, 10:30 AM
Might Tariffs Get “Overturned”?
Barry Ritholtz, Ritholtz.com
Somebody’s paying the tariffs. Looks like it’s you. Source: OptimistiCallie You probably missed V.O.S. Selections, Inc. v. Trump, a little-noticed case that is working its way through the courts. Most investors are not paying attention to this. Maybe …
Jul 31, 2025, 9:00 PM
Transcript: Sonal Desai, Franklin Templeton Fixed Income CIO
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Sonal Desai, Franklin Templeton Fixed Income CIO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts …
Jul 28, 2025, 1:30 PM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train WFH reads: • Want to Be a 401(k) Millionaire? Start With These Fixes. The stock market gains about 10% a year, but your savings may be falling behind. Here’s how to make the most of your 401(k). (Barron’s) • Investors Are Flockin…
Jul 28, 2025, 10:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Secret to Reindustrializing America Is Not Tax Cuts and Tariffs. It’s Regulated Compe…
Jul 26, 2025, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Why Are Stocks Up? Nobody Knows: A torrent of bad news hasn’t been enough to sink the market. (Wall Street Journal) • How to Spot Bad Investing Advice and Build a Resilient Portfolio: Our investment success depends on how we resp…
Jul 24, 2025, 10:30 AM
Transcript: Neil Dutta, RenMac
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Neil Dutta, Economics Chief at Renaissance Macro Research, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier …
Jul 21, 2025, 12:30 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Venture Capital Firms Bet Big on Gambling. Now They’re Banking on the Addictions. U.S. VC firms have invested $2 billion in gambling businesses in recent years. At leas…
Jul 20, 2025, 10:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • A band of innovators reimagines the spy game for a world with no cover: A profound transformation that is taking place in …
Jul 19, 2025, 10:55 AM
Transcript: Richard Bernstein, CEO / CIO of RBA
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favor…
Jul 15, 2025, 12:30 PM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • How to invest your enormous inheritance: What do you stand to inherit? It still feels like a question from a different age, despite its growing importance today. In 2025 people across the rich world will inherit some $6trn, or ar…
Jul 14, 2025, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Prime Day is a scam: In reality, Amazon deploys deceptive tactics to exaggerate its markdowns and create a false sense of urgency. Featured items are often available at similar or lower prices at other times. (Popular Information…
Jul 10, 2025, 10:30 AM
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